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Sterling Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Sterling Financial Planning’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.58M Sell
14,276
-591
-4% -$65.4K 0.47% 44
2025
Q4 		$1.63M Buy
14,867
+463
+3% +$51.4K 0.49% 44
2025
Q3 		$1.6M Sell
14,404
-1,162
-7% -$128K 0.51% 44
2025
Q2 		$1.71M Sell
15,566
-310
-2% -$33.8K 0.57% 43
2025
Q1 		$1.76M Sell
15,876
-9,124
-36% -$991K 0.64% 41
2024
Q4 		$2.66M Buy
25,000
+10,345
+71% +$1.12M 0.98% 31
2024
Q3 		$1.62M Sell
14,655
-33
-0.2% -$3.59K 0.6% 41
2024
Q2 		$1.57M Buy
14,688
+224
+2% +$23.8K 0.64% 40
2024
Q1 		$1.55M Sell
14,464
-3,123
-18% -$334K 0.63% 40
2023
Q4 		$1.89M Buy
17,587
+1,094
+7% +$114K 0.82% 36
2023
Q3 		$1.71M Buy
16,493
+52
+0.3% +$5.5K 0.88% 34
2023
Q2 		$1.77M Sell
16,441
-17
-0.1% -$1.85K 0.88% 34
2023
Q1 		$1.81M Sell
16,458
-3,756
-19% -$406K 0.98% 33
2022
Q4 		$2.15M Buy
20,214
+14,628
+262% +$1.56M 1.28% 24
2022
Q3 		$586K Buy
5,586
+1,068
+24% +$121K 0.41% 47
2022
Q2 		$515K Buy
4,518
+1,978
+78% +$235K 0.36% 49
2022
Q1 		$316K Buy
2,540
+104
+4% +$13.1K 0.2% 70
2021
Q4 		$315K Buy
2,436
+311
+15% +$40.1K 0.2% 74
2021
Q3 		$271K Buy
2,125
+514
+32% +$66.3K 0.17% 71
2021
Q2 		$206K Buy
1,611
+1,312
+439% +$167K 0.13% 83
2021
Q1 		$38K Buy
+299
New +$37.8K 0.03% 176

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sterling Financial Planning's TIP Position: Q1 2026 in Review

Sterling Financial Planning reduced its iShares TIPS Bond ETF (TIP) stake by 4% in Q1 2026, selling an estimated $65.4K and leaving 14,276 shares worth $1.58M. The position accounts for 0.47% of the portfolio, ranked #44.

Sterling Financial Planning first reported a position in TIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.66M in Q4 2024. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Sterling Financial Planning held 14,276 shares of iShares TIPS Bond ETF worth $1.58M as of Q1 2026.
  • Sterling Financial Planning sold 591 iShares TIPS Bond ETF shares in Q1 2026, an estimated $65.4K.
  • iShares TIPS Bond ETF made up 0.47% of Sterling Financial Planning's portfolio in Q1 2026, its #44 holding.
  • Sterling Financial Planning first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Sterling Financial Planning's iShares TIPS Bond ETF position peaked at $2.66M in Q4 2024.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.